Brian Weingart is a registered investment advisor at LPL Financial LLC, based in Cranford, NJ, with 3 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
6 N. Union Avenue, Suite 1, Cranford, NJ, 07016
Get directionsHistory
Regulatory History (1)
Criminal
February 2002Other Business Activities
Brian is involved with KeyBridge Financial, selling securities and offering investment advice, dedicating about 10-20% of his time. He also coaches high school and youth baseball, spending about a quarter of his time on each activity during the baseball season.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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